Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2193 results found
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When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Direct Access to Email Templates within Workflow Tasks
Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:
Current Click Path (13 Total):
Enter the activity
Enter the linked workflow (via automation)
Enter the workflow task (identify that sending an email is the next step)
Exit the workflow task
Click on linked contacts
Click on the target contact
Go to the contact’s profile page
Click on the contact’s email address
Select the email template
Send the email
Under…3 votes -
Sort Multiple Options by priority.
I want to be able to sort multiple things at a time and be able to save that way of sorting. For example, I want to sort by "!", then "#", then "Subject". That way I know what order I need to do things for the day instead of constantly changing sorting options each time I finish an activity.
3 votes -
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
3 votes -
Activity / Notes Formatting Problem
When we link more than 5 accounts to an activity, the resulting note (after the activity is completed and posted) becomes very narrow and hard to read. It shrinks from about 15–20 words per line to only 5–7 words.
We believe this happens because the linked accounts are displayed in columns instead of a list (rows), which reduces the available space for the note text.
Please consider updating the layout so the linked accounts display in a list format or wrap more efficiently, allowing the note to retain its full width.
I'm happy to provide screenshots or further detail if…
3 votes -
Search Bar in CRM for all texts not just contacts
Please remove the word contacts and open up the search field to all text in a calendar. I can't believe the CRM is still limited to contact only search its very limiting from an advisor perspective.
3 votes -
Search Bar Open to search on all texts
The calendar needs to be more robust than contact only searches. I should be able to find any text throughout my entire calendar by entering any text and for the calendar to find it.
3 votes -
Show Renewal Dates in Calendar
I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.
Since many of your users…
3 votes -
location
Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.
3 votes -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
3 votes -
Client authentication (not redtail users)
Create a radio button in the client profile that allows you to send a text code to the phone number on record for the client to authenticate them. A window then pops up in the client profile and The client can then repeat that code back and you can enter it. Once you enter it, it logs it in the redtail notes that you verified the client. This feature could be used as an add on to notes where a client is requesting funds from an account etc.
3 votes -
Linking Contacts to Calendar
When entering an appointment in the calendar, allow us to add multiple linked contacts in that pop up rather than having to open up the entire meeting to add the spouse.
3 votes -
adding Pins to webmail hosted email
Attach an option to pin emails to the top of the list of email in the inbox. Preferably in Outlook using Zimbra connector on webmail.redtailtechnology.com.
3 votes -
Remove automatic consolidation of completed activity notes.
New update makes completed activities on the main client page consolidate. This creates a ton of re-work in having to go back to open each closed activity to review recently completed activities. Please make this a default that can be turned on or off.
3 votes -
Delete unused activity types used by others on team
I work on a large team and everyone uses different activity types, so when I create an activity I have to look through a list of like 30 activity types instead of just the five that I specifically use. It would be great to be able to customize my preferred activity types by deleting things that aren't relevant to me.
3 votes -
Account Flag
Hello.
I would be VERY helpful to be able to use the account flags (Tax Qualified, Discretionary, Managed, Held Away) as a search parameter in the Advanced Search. We have certain account prefixes for different types of accounts and this would help to verify accounts.
At the very least, make an option for Flags in the Custom Export Template feature. That way we could could export it to Excel and sort it.
Thank you!3 votes -
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude those addresses from mass mailings/printings, therefore keeping efficiency in the office. It would do the same for email addresses. It would be nice if Redtail had this feature rather than us having to manually sort thru our data each time.
3 votes -
Improve accounts tab layout and add customizability
Currently, only certain information is readily available on the accounts tab without going into each account. To resolve this, allow for customizing the columns shown in the family accounts section to allow for some information to be removed if not in use (i.e. flags, risk if you don't use orion planning, face value for brokerage accounts, etc.) and add columns that would be more useful for different account types (i.e. investment objective for brokerage accounts, account owner or account title, RMD information, IRA Contributions, etc.).
3 votes -
3 votes
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Show the tax qualified type to the description of accounts when attaching to an activity
Right now, when you attach an account to an activity, the account shows up as "[account number] - [account type]" but most of our accounts are brokerage accounts. The information I actually need in order to work quicker is what the tax qualified status of the account is. I'd like to be able to see "[account number] - [account type] - [tax qualified type]" or hover over the account link to see it's tax qualified type.
Our group has hijacked the account type field to list the tax qualified type because it makes using the CRM so much easier, but…
3 votes
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